Kiss your rate cuts goodbye? Why the RBA may not cut rates again this cycle | Metals Mine

  • Kiss your rate cuts goodbye? Why the RBA may not cut rates again this cycle

    From marketindex.com.au

    For much of 2025, Australian markets had been pricing in a gentle path lower for the Reserve Bank of Australia’s (RBA) official cash rate (OCR). Investors have assumed that with inflation easing back inside the RBA’s 2–3 per cent target band, the central bank will steadily trim Australian borrowing costs. But a recent piece of stronger-than-expected economic data has thrown those assumptions into doubt. A chart of the cash-rate futures implied yield curve (‘implied yield curve”) tells the story. These contracts are a way for investors to bet on, or hedge against, where official rates will be in future ... (full story)

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Trader#F9E2
Sep 8, 2025 11:27am
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Similar issues as the US. Woke Government spending up big so that someone else down the line has to foot the bill. The poor, as usual - OOOOOOOO WAIT FOR THE AUSTERITY!!!!

When you look closely at the state of the Aussie economy, they are being propped up by high immigration rates. See the current civil unrest over there - largely due to the lack of infrastructure to support the high migrant intake. Crime is out of control. Migrant fuckers running around with 3D printed guns and machetes terrorizing citizens. With no fear of the law. Sound familiar USA, UK?

Labor market is all Government Jobs. All wreaks as unsustainable nonsense. That's without considering their IDIOTIC NET ZERO energy policy.

When all the CCS (Cheap Chinese Shit) they have used to build their windmills and solar light bulbs fail prematurely in 5 years, they won't be able to fire up the INDUSTRY required to replenish the raw materials needed to manufacture them all AGAIN. They'll need to go to CHINA for that.

Ouch, not good. Nuclear is the only other clean option at this stage to support a RESOURCES INDUSTRY that built their stupid country. Gas is dirty and expensive. Coal is dirt cheap and so fucking abundant, but dirty - evil, cuss cuss, hissssss. Tree Hugging Fruitcakes graduated to the Labor Party frontbench over there, believe me.

Copper is abundant but difficult, expensive and DIRTY to refine. Lithium is fucking dumb. Rare, volatile, nasty when it goes pear shaped. Ever seen a mobile phone battery explode? Imagine that amplified by 100's, even 1000's of times at the side of your house, or inside your TSLA.

It really looks like a 5 year old has managed the finances there. I'd tread with caution. You can see from the 2008 recovery, the ASX 200 has been the star under performer (even the KIWI stock market did better... lolz). For the reasons I mentioned above. I expect this to largely continue whilst the Woke Fools are steering the wheel.
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DonFF
Sep 8, 2025 7:36pm
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When the Analysts like Marc say buy, you know it's time to cautiously start thinking about where sell positions may be appropriate since AU is already overbought! Sell signals are well overdue. Don't be shocked if those accompany the EU IRD
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